Paraplanner - Financial Planning Specialist

2 months ago


Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

Job Title: Paraplanner - Financial Planning Specialist

About the Role:

We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.

Key Responsibilities:

  • Provide technical support to financial advisors and directors in informing and advising on financial planning factors.
  • Utilize suitable plans and products to ensure business can be processed efficiently.
  • Organize reports and illustrations in a timely and accurate manner.

Requirements:

  • Minimum 2 years of experience in Paraplanning.
  • Level 4 Diploma Qualified.
  • Desire to progress their career further within Financial Planning.
  • High level of attention to detail and accuracy in their work.

What We Offer:

  • An inclusive and supportive culture.
  • A discretionary bonus.
  • A healthy holiday package.
  • Good pension contributions.
  • Private Medical Care and Insurance.
  • Team socials.
  • An early finish on a Friday.

About Us:

Capio Recruitment is a boutique recruitment agency specializing in Financial Planning and related roles. We pride ourselves on building long-term relationships with our clients and candidates, and we are committed to providing exceptional service and support.



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